DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / L•••••••• C•••••• P•••••••
L•••••••• C•••••• P•••••••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Nov 10, 2022 to Mar 27, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $47.3Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $47.3Mevery private fund type, latest filing
- 2024 PE fund GAV
- $47.3Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $47.3M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- unknown
- Headquarters
- Greenwich, CT
- Office address
- 2 LAFAYETTE COURT, Greenwich, CT, 06830
- Business phone
- 203-273-3951
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- up to $50.0M
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- unknown 13
- period
- to unknown, from unknown, undated holdings 13, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 13
- companies
- 13
- geography
- count 1, share 0.077, value CA
- investments
- 13
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.077, value healthcare services, examples Griswold Home Care, count 1, share 0.077, value software, examples Contrast Security, count 1, share 0.077, value tech enabled services, examples PDHI, count 1, share 0.077, value specialty distribution, examples Asghq, count 1, share 0.077, value agriculture, examples Farm Stores
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.077, value home health, examples Griswold Home Care, count 1, share 0.077, value software, examples Contrast Security, count 1, share 0.077, value it services msp, examples PDHI, count 1, share 0.077, value grocery wholesale, examples Asghq, count 1, share 0.077, value agriculture, examples Farm Stores
13 companies on the graph (0 transactions); most in healthcare services (1); no dated observations
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L•••••••• C•••••• A•••• S•••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $28.4M as of Mar 27, 2024 | no Form D | Unknown | |
| L•••••••• C•••••• A•••• S••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $18.8M as of Mar 27, 2024 | no Form D | Early deployment |
Team
6 current, 0 former
Managing partner (2)
- C•••• L••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• A••• L••••••• · Managing Member · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- C•••••• P••• L•• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• L••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (2)
- A•••••• J••••• L••••• · Principal · since Oct 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• P••• L•• · Principal · since May 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
13 relationships, 0 platforms, 0 add-ons
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
1 most recent
- Nov 10, 2022L•••••••• C•••••• P••••••• first filed Form ADV in the extract (ERA)
Across the graphs
L•••••••• C•••••• P••••••• is the same institution as 1 record in Independent Sponsors.
Independent Sponsors1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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